Dylan Greenberg, financial advisor Tucson AZ

Dylan Greenberg

CRD Number: 6968557
Current Firm: Greenberg Financial Group

Dylan Greenberg (CRD# 6968557) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Greenberg Financial Group Tucson, AZ Aug 2018 - Current 5
Rbc Wealth Management Minneapolis, MN Jun 2018 - Aug 2018 < 1
Not Employed Lexington, KY Aug 2017 - Jun 2018 < 1
Central Bank & Trust Company Lexington, KY Jun 2017 - Aug 2017 < 1
Not Employed Tucson, AZ Aug 2007 - Jun 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Dylan J. Greenberg
Phone Number: 520-544-4909
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    258
    MILLIONS
  • Total Number of Accounts
    869
    ACCOUNTS
  • Average Account Value
    $296,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, FL

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